-28.4%
SNDU vs AMC
+192.8%
-221.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -2.7% | -8.7% | -10.8% |
| 7D | +9.0% | +3.5% | +5.5% | +8.3% |
| 30D | -67.4% | +12.5% | -79.9% | -67.1% |
| 3M | -75.6% | +23.6% | -99.2% | -75.7% |
| 6M | -84.0% | +144.4% | -228.4% | -86.8% |
| All | -28.4% | +192.8% | -221.2% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling